DFW Retirement Planners News

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)   Britni Levensailor, VP & Senior Planner at DFW Retirement Planners, says that after 14 years of helping North Texans plan for retirement, a number of common questions often come up in meetings.   Levensailor commented, "One of the most frequent questions we get during client meetings is 'Can I retire?'  People want to know that they're OK and that they can retire.   And we love helping them answer ...
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(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)   World-famous mountain climber Ed Vesters writes that most casualties of mountain climbing happen during the descent down the mountain.   Vesters says the mistake climbers make is to prepare for the ascent up the mountain without anticipating the challenges that occur during the descent.  Our lives in retirement can be similar.   We spend our lives working hard accumulating our retirement nest eggs (the ascent) but meet the real ...
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(DALLAS-FT. WORTH, TX -- DFW Retirement Planners News)   Tax reform has resulted in a number of significant changes for tax payers starting in 2018.  This Saturday's DFW Retirement Radio program will feature a segment reviewing the impact of tax law changes for retirees.   Joining host Britni Levensailor will be Ft. Worth CPA Bill Robinson, a strategic partner of DFW Retirement Planners. Levensailor says one of the missions of DFW Retirement Radio is to keep listeners ...
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(DALLAS-FT. WORTH - DFW Retirement Planners News)    Those "Lazy, Hazy, Crazy Days of Summer" sometimes give us a needed break to catch up with reading.   Let us recommend the "DFW Retirement Planners Retirement Readiness Mini-Kit" as an addition to your summer reading list.   Britni Levensailor, VP & Senior Planner at DFW Retirement Planners, calls the Kit great summer reading for anyone wanting to get focused on their retirement. Talking on her weekly radio program, ...
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(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)   Ask most people what the number one expense will be during retirement and you're likely to hear "healthcare" or "medical expenses" as an answer.  And while health costs do increase for retirees, most people's top expense during retirement is taxes.   During a recent broadcast of DFW Retirement Radio on 820 WBAP Radio, Britni Levensailor said that preparing clients to minimize their tax bill is a priority for ...
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(DALLAS-FT. WORTH, TX - DFW Retirement Planners News)    We get excited about the little things in life at DFW Retirement Planners.   Visitors to our Fort Worth offices will now clearly see DFW Retirement Planners identified from our spiffy new awning.   DFW Retirement Planners VP Britni Levensailor commented, "Clients have already commented on it and we're pleased that our signage is up and there for everyone to see.  To us this is a reflection of ...
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According to DFW Retirement Planners VP Britni Levensailor, the Retirement Readiness Kit is a great way to learn what's important to consider when planning for retirement.   She said,  "Our Retirement Readiness Kit is filled with information that will help people get a better understanding of what's important when planning for a successful retirement.   We offer is as a complimentary resource." The Retirement Readiness Kit contains the latest news articles used for discussion on DFW Retirement ...
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(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)    "Do It Yourself" can be a good thing.   For homeowners, DIY can save money and give a sense of accomplishment.   However, when it comes to Estate Plans and Wills, "Do It Yourself" can create some issues.   Recently, estate planning attorney Alan Maples joined Britni Levensailor on DFW Retirement Radio for a discussion on the topic. "The problem with 'Do It Yourself,' estate plans" Maples said, "is ...
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(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)   Tax reform is here and taxes will be changing in a big way for 2018.  This week on DFW Retirement Radio, we'll talk about the impact of tax law changes on retirees.  Joining us for the discussion will be Ft. Worth CPA Bill Robinson.  In addition to detailing tax reform's general impact for all taxpayers, Robinson will talk about tax reform's effect on investment income, Social Security and ...
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(DALLAS-FT. WORTH -- DFW Retirement Planners News)   Is retirement on your radar?   Don't forget to take a serious look at your personal will and estate plan.   According to Britni Levensailor, VP at DFW Retirement Planners, estate plans are on of the most overlooked areas of life in retirement."   Levensailor talked about this issue recently on her radio program, DFW Retirement Radio on 820 WBAP Radio. "Nobody wants to think about the end of life," Levensailor ...
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(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planning News)   Many of us remember "The Tortoise and the Hare," the fable credited to the ancient Greek storyteller, Aesop.    The story contrasts the strategy and ethics of two very different characters, a slow moving and unassuming tortoise and the super-speedy and boisterous hare.   Britni Levensailor, Senior Planner at DFW Retirement Planners, recently brought this famous fable into a discussion on her weekly radio program, DFW Retirement Radio on ...
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(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)   When it comes to a major project, sometimes just getting started can be a challenge.  The DFW Retirement Planners "Retirement Readiness Kit" is designed to help you successfully start the process of planning for retirement.   The "Kit" is offered to radio listeners as a complimentary resource on DFW Retirement Radio, which is broadcast Saturdays 2-3 PM on 820 WBAP. Britni Levensailor, VP at DFW Retirement Planners and host ...
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(DALLAS-FT. WORTH, TX -- DFW Retirement Planners News)    When it comes to a medical diagnosis many people opt to get a second opinion from another doctor before making a big decision.   When planning for retirement, a second opinion can also be valuable.   Britni Levensailor, VP of DFW Retirement Planners and host of DFW Retirement Radio on 820 WBAP Radio, recently talked about retirement plan second opinions of her radio program. Levensailor, a co-founder of ...
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(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)   When you're in or near retirement, the thought of going through a market correction like 2008-2009 can be downright frightening.  This Saturday on DFW Retirement Radio, we'll talk about alternatives to the risky, volatile US stock market which allow you to sleep-well-at-night in retirement. Britni Levensailor, VP of DFW Retirement Planners and host of DFW Retirement Radio, recently talked about the market.  She said, "Folks just don't ...
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(DALLAS-FT. WORTH, TX – DFW Retirement Planners News) Retirement calculators make planning for retirement easy, right?  You find one on the web, plug in 4 or 5 numbers, hit ‘calculate’ and you’re done!  According to DFW Retirement Planners VP Britni Levensailor, not all retirement calculators are to be trusted.  Levensailor, host of DFW Retirement Radio, was commenting on this issue on her weekly financial planning radio program on 820 WBAP Radio in Dallas-Ft. Worth. "Good ...
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(DALLAS-FT. WORTH - DFW Retirement Planners News)   The recent stock market volatility has been a real gut check for people in or near retirement who have their nest eggs in the U.S stock market.   This Saturday on DFW Retirement Radio we'll talk about alternatives to the risky stock market that can help retirees sleep well at night. Britni Levensailor, VP at DFW Retirement Planners and host of DFW Retirement Radio, commented about market volatility and ...
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(DALLAS-FT. WORTH, TEXAS --  DFW Retirement Planners News)   It's taken over a decade to assemble, but Britni Levensailor says that the 'team ' is in place at DFW Retirement Planners.   The 'team' she's referring to is a group of strategic partners that help the clients of DFW Retirement Planners with any issue regarding life in retirement.   Britni said, "Through over a decade of serving North Texas, we've been able to put together a team that ...
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(DALLAS-FT. WORTH, TX -- DFW Retirement Planners News)    Through the years of serving North Texas, DFW Retirement Planners has joined with their clients to support a number of area charities.  In the last year, those efforts have helped Ronald McDonald House of Ft. Worth and Toys for Tots. Britni Levensailor, Vice President of DFW Retirement Planners, talked about the charity outreach.  She said, "Since we started our firm, we've felt that giving back to ...
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(DALLAS-FT. WORTH - DFW RETIREMENT PLANNERS NEWS)    Everyone's talking about tax reform but few really know how it's going to impact their personal bottom line.  This Saturday on DFW Retirement Radio, we'll peel back the onion on tax reform and the impact that it will have on retirees. Bill Robinson, Ft. Worth CPA, will be our guest for this discussion which will include details on how tax reform will impact investments, required minimum distributions ...
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(DALLAS-FT. WORTH, TX -- DFW Retirement Radio News)   DFW Retirement Radio with Britni Levensailor is on the air Saturday from 2-3 PM on 820 WBAP Radio.   Sponsored by DFW Retirement Planners, our program's goal is to bring you news and information that can help you retire better. This week, we'll welcome Alan Maples, Financial Planner and Estate Planning Attorney from DFW Retirement Planners, to talk about the most common mistakes made in estate ...
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(DALLAS-FT. WORTH, TEXAS)    If you want to see proof that we're living longer, just watch The Today Show when they recognize Centenarian viewers.    What used to be maybe 1 person every day is now 8-10 people, all celebrating a birthday past 100 years of age!   We're living longer!   This week on DFW Retirement Radio the topic is longer life expectancy and its impact on planning for retirement.   Listen Saturday ...
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(DALLAS-FT. WORTH, TEXAS --- DFW Retirement Planners News)    Britni Levensailor, VP & Senior Retirement Planner at DFW Retirement Planners, says that giving back is important.  Recently the firm has announced new initiatives to support the North Texas charity efforts of The Ronald McDonald House in Ft. Worth and The BTD Dance Project. Levensailor, who co-founded DFW Retirement Planners 13 years ago, says that support of both large and small charity efforts is important.   ...
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(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)   DFW Retirement Radio with Britni Levensailor in on the air!   Join us Saturday from 2-3 PM on 820 WBAP Radio.   Our program is sponsored by DFW Retirement Planners in Dallas and Ft. Worth, Texas. On This Week's Program: The Coming Market Correction:   We'll refer to a recent Marketwatch article that identifies the 'signs' to look for just before a market correction.   Learn ...
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(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)    DFW Retirement Planners is celebrating 13 years of serving North Texas.   Britni Levensailor, VP and co-founder of the firm, says she's excited about the 13 year milestone.   She said, "We're excited every year on our anniversary date.   To our team, this date is a reminder of where we started and also where we want to go in the future." Levensailor remembers very well the early days of ...
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(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)   April is Financial Literacy Month and on DFW Retirement Radio we're talking about ways to teach young people about money.  Throughout the month, be listening to our Financial Literacy Updates which will detail how you can successfully connect with young people regarding better money management.   DFW Retirement Radio is on the air Saturdays, 2-3 PM on 820 WBAP Radio.  DFW Retirement Radio is sponsored by DFW Retirement Planners. Britni Levensailor, VP and ...
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(DALLAS-FT. WORTH - DFW Retirement Radio News)   DFW Retirement Planners is celebrating Financial Literacy Month with a series of special broadcasts on their weekly radio program, DFW Retirement Radio.    The program is broadcast Saturdays from 2-3 PM on 820 WBAP Radio. Britni Levensailor, DFW Retirement Planners planner and co-host of DFW Retirement Radio, commented on the financial literacy series.  She said, "During Financial Literacy Month, we devote time on every program to discussing different aspects ...
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(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)    DFW Retirement Radio is on the air!   Every weekend we're talking about ways to 'retire better' because you have a plan.   Listen Saturday's from 2-3 PM Central on 820 WBAP Radio.   DFW Retirement Radio is sponsored by DFW Retirement Planners. This Week on DFW Retirement Radio: When Are You Too Old to Manage Your Money?    We'll review a very interesting article that ...
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(DALLAS-FT. WORTH, TEXAS)  DFW Retirement Radio is on the air Saturdays from 2-3 PM on 820 WBAP Radio.   Listen each week as we talk about how to plan for a great retirement.  DFW Retirement Radio is sponsored by DFW Retirement Planners, with offices in Dallas and Ft. Worth, Texas. On This Week's Program: Meet Our Strategic Partners!   One thing that makes us 'different' is our team of strategic partners who come along side of ...
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(DALLAS-FT. WORTH, TEXAS)  DFW Retirement Radio is on the air Saturdays from 2-3 PM on 820 WBAP Radio.   Listen each week as we talk about how to plan for a great retirement.  DFW Retirement Radio is sponsored by DFW Retirement Planners, with offices in Dallas and Ft. Worth, Texas. This Week on DFW Retirement Radio: Estate Planning Mistakes:   Estate Planning attorney Alan Maples, from DFW Retirement Planners, will talk about common mistakes that people ...
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(DALLAS-FT. WORTH, TEXAS)  DFW Retirement Radio is on the air Saturdays from 2-3 PM on 820 WBAP Radio.   Listen each week as we talk about how to plan for a great retirement.  DFW Retirement Radio is sponsored by DFW Retirement Planners, with offices in Dallas and Ft. Worth, Texas. On This Week's Program: Retirement Planning for Couples?    We'll talk about why couples need to be strategic and plan together for success in retirement.   ...
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(DALLAS-FT. WORTH - DFW Retirement Planners News)    DFW Retirement Planners has been serving North Texas for over 12 years.    The firm has offices in Dallas and Ft. Worth and serves over 600 client families.    For over 5 years, they've sponsored a weekly radio program "DFW Retirement Radio" on 820 WBAP Radio, 2-3 PM Saturdays. The weekly radio program is hosted by Britni Levensailor and planners from the firm.   Pete Thomson, who ...
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(DALLAS-FT. WORTH, TEXAS)  DFW Retirement Radio is on the air Saturdays from 2-3 PM on 820 WBAP Radio.   Listen each week as we talk about how to plan for a great retirement.  DFW Retirement Radio is sponsored by DFW Retirement Planners, with offices in Dallas and Ft. Worth, Texas. On This Week's Program: What If You Live to 100?    The statistics show that we're living longer.  We'll talk about the strategies that can help ...
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(DALLAS-FT. WORTH, TEXAS)  DFW Retirement Radio is on the air Saturday from 2-3 PM on 820 WBAP Radio.   Join Britni Levensailor, Mark Robinson, Alan Maples and Pete Thomson as they discuss how to plan for a successful retirement.    DFW Retirement Radio is sponsored by DFW Retirement Planners. This Week on DFW Retirement Radio: The Retirement "Red Zone":    When the Cowboys drive to the opponent's 20 yard line, they enter the red zone and everything changes ...
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(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   Medicare Open Enrollment means consumers have lots of questions and DFW Retirement Radio is here to help!   Joining our broadcast each week is Mark Robinson, Medicare and Social Security specialist from DFW Retirement Planners. Robinson has been helping his clients get the most from Medicare coverage for over 10 years.   According to Robinson, having an advocate on your side is essential in the sign-up ...
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(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   When retirement planners Britni Levensailor, Alan Maples & Mark Robinson enter the studios at 820 WBAP Radio on Saturdays, they're focused.  According to Levensailor, their program "DFW Retirement Radio", is different because of its focus on retirement planning.  Levensailor, a senior retirement planner at DFW Retirement Planners, commented, "There are a number of financial radio programs on the radio every weekend.  We're different because we're focused on ...
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(DALLAS-FT. WORTH - DFW Retirement Radio News)   The first thing people notice as they come into the offices of DFW Retirement Planners is the homey feel.  "We want our clients to feel at home," says Britni Levensailor, planner for the firm.  She continued, "Our welcoming environment is just the beginning of how we're different.  Once someone spends some time with our team, they realize we're very different, and different in a good way." One ...
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(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   DFW Retirement Radio is airing a series of instructional broadcasts on Medicare and its role in saving consumers on medical costs during retirement.  Mark Robinson, Medicare specialist at DFW Retirement Planners, is featured in the radio segments.   Robinson compares medical costs in retirement to torpedoes and said, "Not being prepared for medical costs in retirement is one of the torpedoes that can sink the 'SS Retirement.' ...
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(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   DFW Retirement Radio is on the air!   Your hosts are the team from DFW Retirement Planners with offices in  Dallas and Ft. Worth, Texas. Listen Saturday from 2-3 PM on 820 WBAP Radio.   On This Week's Program: Managing Retirement Headwinds:  Mark Robinson and Alan Maples will talk about managing the 'what ifs' during retirement. What if you live to 100...will you be prepared?  What if tax rates increase during ...
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(DALLAS-FT. WORTH, TEXAS  -  DFW Retirement Radio News)   Many people are surprised to hear that their biggest expense during retirement is not housing or food or even health care. Retirement's biggest expense is taxes.    DFW Retirement Radio, the weekly radio outreach of DFW Retirement Planners, has launched a series of radio segments regarding how retirees can get tax savings during retirement. Britni Levensailor, planner at DFW Retirement Planners, is a co-host of DFW ...
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(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)    DFW Retirement Planners has been awarded the 2016 CISQUA Award from The Consumer Team, a Dallas-Ft. Worth based consumer advocacy radio program.    The annual award is given to companies that exemplify best practices in North Texas, according to Pete Thomson, host of The Consumer Team.   The award will be presented to the staff of DFW Retirement Planners on June 1, 2016.   Thomson commented on the award.  He ...
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(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   The staff of DFW Retirement Planners recently met for a training event at the company's headquarters in Ft. Worth.   Dauphinais Poe, president of DFW Retirement Planners, led the training session.   Ms. Poe said that training is an important part of the company culture.  She said, "We hold regular training sessions with our staff.  Our culture is built on excellence and that includes a continuing commitment ...
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(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   DFW Retirement Radio is on the air!   Your hosts are the team from DFW Retirement Planners with offices in  Dallas and Ft. Worth, Texas. Listen Saturday from 2-3 PM on 820 WBAP Radio.   On This Week's Program: What is "Found Money"?:   "Found Money" is an important term to us at DFW Retirement Planners.  Britni, Alan and Pete will give examples of "Found Money" that we find for our clients every ...
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(DALLAS-FT. WORTH, TX - DFW Retirement Radio News)  According to estate planning attorney Alan Maples, estate planning mistakes can be very costly.  Maples is a regular contributor on DFW Retirement Radio, a weekly financial and retirement planning radio program sponsored by DFW Retirement Planners. Maples, who works in both the Dallas and Ft. Worth offices of DFW Retirement Planners, commented on the radio segment.  He said, "I was trying to give our listeners an idea ...
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(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   The word is out!  Mark Robinson is now a very popular man.  Why?  He understands Medicare.   He's an expert at making Medicare work.  He said recently, "It's funny.  After church or out at dinner, whenever Medicare comes up, everyone turns to me." Robinson is a Medicare specialist at DFW Retirement Planners and is heard regularly on the weekly radio program DFW Retirement Radio. The importance of ...
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(DALLAS-FT. WORTH - DFW Retirement Radio News)   DFW Retirement Planners has been celebrating Financial Literacy Month for the 5th consecutive year with a series of special broadcasts on their weekly radio program, DFW Retirement Radio.    The program is broadcast Saturdays from 2-3 PM on 820 WBAP Radio. Britni Levensailor, retirement planner at DFW Retirement Planners and host of DFW Retirement Radio, talked about the financial literacy series.  She said, "We get very good comments and ...
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(DALLAS-FT. WORTH, TEXAS)   When retirement planners Britni Levensailor, Alan Maples and Mark Robinson participate in a "Retirement Plan Check-Up" meeting, they listen...a lot.  The "Check-Up" is a complimentary meeting that DFW Retirement Planners offers to folks in the Dallas-Ft. Worth area. According to Alan Maples, who is an estate planning attorney and retirement planner, listening is critical.  He says, "In our complimentary retirement plan check-up meetings, we're trying to truly get a sense for what's ...
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(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   DFW Retirement Radio is on the air!   Your hosts are the team from DFW Retirement Planners with offices in  Dallas and Ft. Worth, Texas. Listen Saturday from 2-3 PM on 820 WBAP Radio.   On This Week's Program: Prince's Costly Estate Plan Mistake:  We'll talk about the sad situation surrounding the recent death of music superstar Prince.   The fact that he had no will or estate plan will be ...
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(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News) Managing medical costs during the retirement years can be very challenging.  DFW Retirement Radio will be airing a series of special reports on saving money on medical costs during retirement. DFW Retirement Radio is broadcast Saturdays on 820 WBAP Radio. Mark Robinson, Medicare Specialist with DFW Retirement Planners, says that the special features will help consumers in several ways. He said, "First, the segments will define the ...
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(DALLAS-FT. WORTH, TEXAS - DFW Retirement Radio News)   DFW Retirement Radio is on the air!   Your hosts are the team from DFW Retirement Planners with offices in  Dallas and Ft. Worth, Texas. Listen Saturday from 2-3 PM on 820 WBAP Radio.   On This Week's Program: Alternative Investments:   We'll talk about the world of alternative investments that allow you to grow your nest egg without being in the volatile US stock market. Britni, Alan and Pete will ...
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Navigating Medicare (DALLAS-FT. WORTH, TX - DFW Retirement Radio News)   One of the most challenging areas of managing health during retirement is navigating through the world of Medicare.  DFW Retirement Radio is airing a series of informational segments focusing on Medicare.   According to Mark Robinson from DFW Retirement Planners, the segments are designed to help consumers truly understand how to get the most from their Medicare coverage.   Robinson added, "The DFW Retirement Radio ...
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(DALLAS-FT. WORTH, TX - DFW Retirement Radio News)   As the saying goes, we have good news and bad news. The good news is we're living longer.  The bad news is we're living longer. Current life expectancy is roughly 79 years, and longer for women.  A person born this year can expect to live to 89 years, and again, longer for women.  So why is living longer bad news.  Because we run the risk of outliving ...
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(DALLAS - FT. WORTH-DFW Retirement Radio News)  DFW Retirement Radio is on the air!   Your hosts are the team from DFW Retirement Planners based in Dallas and Ft. Worth.   Listen Saturday from 10-11 AM on 1080 KRLD Radio and 2-3 PM on 820 WBAP Radio. On This Weekend's Program: Top 10 Estate Planning Mistakes:   Estate Planning mistakes can really hurt the people who mean the most to us.  Alan Maples, estate planning ...
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(DALLAS-FT. WORTH - FOUND MONEY RADIO NEWS) One of retirement's biggest mysteries and challenges can be navigating through the maze of Medicare.  DFW Retirement Radio will be airing a series of broadcasts which will help consumers understand their Medicare options.   Mark Robinson, Medicare specialist and retirement planner with DFW Retirement Planners, talked about the DFW Retirement Radio Medicare features.   He said, "Mistakes made when it comes to Medicare can be very costly to consumers.   ...
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(DALLAS-FT. WORTH, TX)    Congress made changes to Social Security benefits at the end of 2015.  Gone, for the most part, is the ‘file & suspend’ strategy that married couples could use to increase benefits.   The penny-pinching Feds have also made other changes that are designed to ‘close the back door’ on the strategies that could be used to maximize benefits.   Still, according to retirement planner Britni Levensailor, there are ways to maximize a monthly benefit.   ...
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(DALLAS-FT. WORTH, TX)     Retirement planner Britni Levensailor says she loves helping business owners plan for retirement.   Levensailor, VP at DFW Retirement Planners, recently talked about the retirement planning issues that business owners face on DFW Retirement Radio.  The program is broadcast Saturdays on 1080 KRLD and 820 WBAP Radio in Dallas/Ft. Worth. Levensailor characterizes the role she plays in serving business owners as that of a ‘personal business concierge’.    She added, “Business owners are very ...
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(DALLAS-FT. WORTH, TX) When it comes to retirement planning for women, DFW Retirement Radio regularly features discussions and information regarding why retirement planning and money management is very different for women. According to Britni Levensailor, Co-host of DFW Retirement Radio, women's needs are very unique when it comes to preparing for retirement. She said, "Women have to be very careful as they approach retirement. Regularly on DFW Retirement Radio we'll talk about the issues that ...
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DALLAS-FT. WORTH, TX) DFW Retirement Radio is on the air!   Your hosts are the team from DFW Retirement Planners based in Dallas and Ft. Worth.   Listen Saturday from 10-11 AM on 1080 KRLD Radio and 2-3 PM on 820 WBAP Radio. On This Weekend's Program: Tax Savings for Business Owners:  We'll be joined by the DFW Retirement Radio Tax Team and talk about how business owners can save 20 to 40% and more ...
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DFW Retirement Financial Planning (DALLAS-FT. WORTH, TX)     According to retirement planner Britni Levensailor, one of the most important things that she tries to help clients understand is the power of knowledge.   And with regard to financial planning and other issues related to money, Levensailor says, there's so much information that the learning process can be intimidating. Strategic Partners in Financial Planning: Taxes, Estate Planning, Social Security and Medicare That fact, Levensailor says,  is one of ...
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Essential Retirement Solutions in a Few Class Hours · DFW Retirement Planners comprehensive personal finance course designed for those in the early stages of retirement or who are about to retire. This course is based on recent academic research and will walk you through difficult retirement decisions such as income planning, asset allocation and pitfalls to avoid. You’ll receive financial tools to help better understand risk, taxes, budgeting, and estate planning. Register by Jan 31, ...
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| You’ve worked hard over many years and finally your retirement finish line is 3-to-6 months away. But don’t start exhaling just yet – there’s still plenty of race left to run. Before you take one of the biggest steps of your life, make sure you read this list to understand what you need to do and why: 1. Do the math. When you first thought of retirement years back, you probably had a vague ...
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| You've probably heard the term "debt consolidation." Maybe you heard a commercial on TV or saw something or the Internet or heard the term in casual conversation. There's a lot of mystery and misinformation around the topic, so this guide will help you make sense of what debt consolidation is (and what it isn't). "Debt consolidation is the process of paying off two or more open loans with one new loan, thereby 'consolidating' several ...
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| Joe Elsasser has a problem that plenty of advisors wish they had themselves: His retirement planning practice in Omaha, Neb., is growing so fast, he’s worried he soon won’t be able to keep pace with the workload. “If this keeps snowballing, I could be in real trouble,” Elsasser, a certified financial planner who runs Sequent Planning, says with a wistful laugh. As the heads of their own thriving advisory firms, Rosemary Caligiuri of Harvest ...
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| The 60/40 investing rule is one of those long-held canons of personal finance. The rule says you should have 60% of your portfolio in stocks and 40% in bonds. It is typically referred to as a "balanced" allocation and is designed to offer you protection in times of market volatility. You're essentially using your stake in bonds as a hedge against the ups and downs of the stock market. That's because bonds have been ...
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| Spring is in the air. There s something about those first warm breezes and early glimpses of green that inspire many of us to start clearing out closets and organizing cupboards. You can harness that same springtime energy to get your financial house in order. When there is clutter and disorganization, it is impossible to review each asset and see how it fits into the overall financial picture, says Minnesota retirement advisor Joe Lucey ...
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| Over the last 40 years most baby boomers have worked hard, saved and invested for their retirement. But then in 2008 the financial crisis hit and wiped out many of their nest eggs—forcing many to reconsider their after-work plans and stay in the labor market longer. There is no denying that America’s population is graying. Statistics show that by 2030, the number of Americans older than 65 will have expanded 75% to 69 million, ...
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| You made it through 2012 – the good, the bad, the ugly. Exhale, reflect. What financial lessons did 2012 offer about retirement and saving? Plenty. The experts weigh in on what you should think long and hard about and use to your advantage in 2013. Tune out the noise One of the biggest mistakes of 2012 was to panic and listen too much to the media. “People thought the world was going to end, ...
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